SPGI · S&P Global Inc. · Shareholders & Ownership

$449.58 -0.73 (-0.16%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$140.89B

312.87M

Volume · Oct 23 1.91M Avg daily vol (3M) 1.96M

Every disclosed holder of SPGI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SPGI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	2,047	275,133,370	87.94%	Yes
Insiders (Forms 3, 4, 5)	28	331,079	0.11%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	37,407,551	11.96%	Rest
Registered funds (N-PORT, not summed)	955	81,040,827	25.90%	No

Shares outstanding: 312,872,000, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SPGI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	25,348,536	8.10%	-94,989	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,408,002	1.41%	+248,723	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	697,914	0.22%	-37,966	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	412,991	0.13%	+5,837	Jun 30, 2026	iShares Trust, not summed
1.4	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	400,867	0.13%	-153,735	Jul 31, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	297,692	0.10%	-1,383	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,402,445	6.52%	-86,242	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	15,308,308	4.89%	+324,769	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,167,480	0.69%	-23,647	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	764,547	0.24%	+84,546	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	ELFUN TRUSTS Fund S000011821 · Registered fund · Jun 30, 2026 ELFUN TRUSTS, not summed	235,234	0.08%	0	Jun 30, 2026	ELFUN TRUSTS, not summed
3.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	218,336	0.07%	+5,071	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	210,481	0.07%	+6,067	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	TCI FUND MANAGEMENT LTD 13F CIK 1647251 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,884,629	4.76%	+49,306	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,665,484	3.09%	-92,942	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,303,697	2.65%	+84,875	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,725,907	2.47%	-633,039	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	GLOBAL FRANCHISE PORTFOLIO Fund S000002830 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	69,477	0.02%	-42,670	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
7.2	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,072	0.00%	+14	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
7.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	615	0.00%	+22	Jul 31, 2026	E Trade Trust, not summed
7.4	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	451	0.00%	+58	Jul 31, 2026	E Trade Trust, not summed
7.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	142	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,297,194	2.33%	-15,090	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,623,496	2.12%	-522,185	Jun 30, 2026	carried, not yet filed for the newest quarter
10	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,631,126	1.80%	-777,076	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	VANGUARD DIVIDEND GROWTH FUND Fund S000002920 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	816,479	0.26%	-816,096	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
10.2	VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND Fund S000074281 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	23,577	0.01%	-46,143	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
11	EAGLE CAPITAL MANAGEMENT LLC 13F CIK 945631 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,299,483	1.37%	+2,792,929	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Eagle Capital Select Equity ETF Fund S000081645 · Registered fund · Jun 30, 2026 2023 ETF Series Trust, not summed	518,038	0.17%	+423,816	Jun 30, 2026	2023 ETF Series Trust, not summed
12	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,087,240	1.31%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,837,112	1.23%	+120,374	Jun 30, 2026	carried, not yet filed for the newest quarter
14	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,136,367	1.00%	-76,206	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	95,238	0.03%	-517	Jun 30, 2026	Northern Funds, not summed
14.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,938	0.00%	-211	Jun 30, 2026	Northern Funds, not summed
14.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,964	0.00%	-35	Jul 31, 2026	FlexShares Trust, not summed
14.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,110	0.00%	-102	Jul 31, 2026	FlexShares Trust, not summed
14.5	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	275	0.00%	-267	Jul 31, 2026	FlexShares Trust, not summed
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,064,781	0.98%	-67,735	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	UBS US Quality Growth At Reasonable Price Fund Fund S000068970 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	8,177	0.00%	-5,595	Jun 30, 2026	UBS FUNDS, not summed
15.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	249	0.00%	-30	May 31, 2026	UBS INVESTMENT TRUST, not summed
15.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	101	0.00%	+11	Jun 30, 2026	UBS FUNDS, not summed
15.4	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	72	0.00%	+5	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
16	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,898,205	0.93%	+1,476,907	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,832,420	0.91%	-626,911	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	4,139,095	1.32%	-30,915	May 31, 2026	Fidelity Concord Street Trust, not summed
17.2	Fidelity Magellan Fund Fund S000007112 · Registered fund · Jun 30, 2026 Fidelity Magellan Fund, not summed	1,156,745	0.37%	+43,126	Jun 30, 2026	Fidelity Magellan Fund, not summed
17.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	611,408	0.20%	-1,311	May 31, 2026	Fidelity Concord Street Trust, not summed
17.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	493,819	0.16%	+8,463	May 31, 2026	Fidelity Concord Street Trust, not summed
17.5	Fidelity ZERO Total Market Index Fund Fund S000063106 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	164,988	0.05%	-2,841	Jul 31, 2026	Fidelity Concord Street Trust, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,778,797	0.89%	-303,003	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs Hedge Industry VIP ETF Fund S000053625 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	28,490	0.01%	+10,897	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	23,408	0.01%	+10,963	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
18.3	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	15,636	0.01%	-826	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	14,832	0.00%	+3,563	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
18.5	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	13,053	0.00%	-69	May 31, 2026	Goldman Sachs Trust, not summed
19	PERSHING SQUARE INC. 13F CIK 2026053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,740,965	0.88%	+2,740,965	Jun 30, 2026	carried, not yet filed for the newest quarter
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,570,476	0.82%	+167,649	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	687,362	0.22%	+58,958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	677,220	0.22%	-39,508	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	343,589	0.11%	+6,125	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	191,469	0.06%	+876	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	183,557	0.06%	-7,247	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,525,443	0.81%	-128,782	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,450,215	0.78%	+7,888	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Invesco Global Fund Fund S000064624 · Registered fund · Jul 31, 2026 AIM International Mutual Funds (Invesco International Mutual Funds), not summed	679,081	0.22%	-38,708	Jul 31, 2026	AIM International Mutual Funds (Invesco International Mutual Funds), not summed
22.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	459,806	0.15%	+43,919	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.3	Invesco V.I. Global Fund Fund S000064660 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	109,147	0.03%	+321	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
22.4	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	56,804	0.02%	+536	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
22.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	36,202	0.01%	+2,090	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23	Unisphere Establishment 13F CIK 2012090 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,255,215	0.72%	+3,752	Jun 30, 2026	carried, not yet filed for the newest quarter
24	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,247,331	0.72%	-2,453,755	Jun 30, 2026	carried, not yet filed for the newest quarter
25	EdgePoint Investment Group Inc. 13F CIK 1481669 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,166,699	0.69%	+419,917	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Mitsubishi UFJ Asset Management Co., Ltd. 13F CIK 1466546 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,120,357	0.68%	-37,914	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,090,066	0.67%	-172,547	Jun 30, 2026	carried, not yet filed for the newest quarter
28	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,058,041	0.66%	+607,689	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Franklin Rising Dividends Fund Fund S000006858 · Registered fund · Jun 30, 2026 Franklin Managed Trust, not summed	523,215	0.17%	0	Jun 30, 2026	Franklin Managed Trust, not summed
28.2	Franklin Growth Fund Fund S000006755 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	397,872	0.13%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
28.3	Franklin Growth Opportunities Fund Fund S000006878 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	72,600	0.02%	-4,138	Jul 31, 2026	Franklin Strategic Series, not summed
28.4	Franklin Rising Dividends VIP Fund Fund S000007313 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	31,069	0.01%	+466	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
28.5	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	9,608	0.00%	+1,062	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
29	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,974,426	0.63%	+310,062	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Soroban Capital Partners LP 13F CIK 1517857 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,830,347	0.59%	+45,451	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,816,074	0.58%	-53,529	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	25,100	0.01%	-2,089	Jul 31, 2026	BNY Mellon ETF Trust, not summed
31.2	BNY Mellon Concentrated Growth ETF Fund S000087737 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	3,941	0.00%	-310	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
32	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,791,102	0.57%	-139,594	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	386,374	0.12%	-72,023	Jun 30, 2026	College Retirement Equities Fund, not summed
32.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	243,115	0.08%	-26,519	Jul 31, 2026	TIAA-CREF Funds, not summed
32.3	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	165,209	0.05%	-27,178	Jun 30, 2026	College Retirement Equities Fund, not summed
32.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	138,953	0.04%	-8,503	Jun 30, 2026	College Retirement Equities Fund, not summed
32.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	107,977	0.03%	-15,677	Jul 31, 2026	TIAA-CREF Funds, not summed
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,786,004	0.57%	-21,552	Jun 30, 2026	carried, not yet filed for the newest quarter
34	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,775,320	0.57%	-110,193	Jun 30, 2026	carried, not yet filed for the newest quarter
35	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,771,367	0.57%	+127,227	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	71,987	0.02%	-5,268	Jul 31, 2026	Columbia Funds Series Trust II, not summed
35.2	Columbia Variable Portfolio - Disciplined Core Fund Fund S000019844 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	57,188	0.02%	-14,589	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
35.3	CTIVP - Principal Large Cap Growth Fund Fund S000028685 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	55,732	0.02%	+31,909	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
35.4	CTIVP - Wellington Large Cap Value Fund Fund S000028692 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	42,604	0.01%	-2,060	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
35.5	Columbia Variable Portfolio - Contrarian Core Fund Fund S000036673 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	32,160	0.01%	+14,654	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
36	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,739,761	0.56%	-83,883	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
37	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,715,485	0.55%	-98,512	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
38	FLOSSBACH VON STORCH SE 13F CIK 1575677 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,667,595	0.53%	+200,574	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Fayez Sarofim & Co 13F CIK 937729 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,621,167	0.52%	+6,875	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Sarofim Equity Fund Fund S000041278 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND, not summed	3,719	0.00%	-105	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND, not summed
40	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,618,386	0.52%	-6,114	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	AB Global Core Equity Portfolio Fund S000047073 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	79,623	0.03%	+26,800	Jun 30, 2026	AB CAP FUND, INC., not summed
40.2	AB US Large Cap Strategic Equities ETF Fund S000080208 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	33,771	0.01%	+10,891	May 31, 2026	AB Active ETFs, Inc., not summed
40.3	AB Wealth Appreciation Strategy Fund S000010514 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	25,579	0.01%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
40.4	AB Tax-Managed Wealth Appreciation Strategy Fund S000010515 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	14,392	0.00%	-997	Jun 30, 2026	AB PORTFOLIOS, not summed
40.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	6,355	0.00%	-1,142	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
41	Valley Forge Capital Management, LP 13F CIK 1697868 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,610,906	0.51%	-247,378	Jun 30, 2026	carried, not yet filed for the newest quarter
42	PARNASSUS INVESTMENTS, LLC 13F CIK 948669 · Registered investment adviser · Sep 30, 2026	1,610,451	0.51%	+58,531	Sep 30, 2026
42.1	Parnassus Core Equity Fund Fund S000000856 · Registered fund · Jun 30, 2026 Parnassus Funds II, not summed	1,091,116	0.35%	-93,550	Jun 30, 2026	Parnassus Funds II, not summed
42.2	Parnassus Value Equity Fund Fund S000000855 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	245,190	0.08%	-88,332	Jun 30, 2026	Parnassus Funds, not summed
42.3	Parnassus Core Select ETF Fund S000089216 · Registered fund · Jun 30, 2026 Parnassus Funds II, not summed	9,571	0.00%	+1,523	Jun 30, 2026	Parnassus Funds II, not summed
42.4	Parnassus Growth Equity Fund Fund S000079321 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	2,411	0.00%	-75	Jun 30, 2026	Parnassus Funds, not summed
42.5	Parnassus Value Select ETF Fund S000089217 · Registered fund · Jun 30, 2026 Parnassus Funds II, not summed	1,477	0.00%	-172	Jun 30, 2026	Parnassus Funds II, not summed
43	Temasek Holdings (Private) Ltd 13F CIK 1021944 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,592,807	0.51%	+116,757	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	1,588,287	0.51%	-90,532	Jul 31, 2026	Washington Mutual Investors Fund, not summed
45	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,526,695	0.49%	-522,845	Jun 30, 2026	carried, not yet filed for the newest quarter
46	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,518,642	0.49%	-99,327	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	302,113	0.10%	-23,082	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
46.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	196,629	0.06%	-5,138	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
46.3	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	86,722	0.03%	-17,495	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
46.4	T. Rowe Price Financial Services Fund, Inc. Fund S000002084 · Registered fund · Jun 30, 2026 T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed	64,836	0.02%	+4,185	Jun 30, 2026	T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed
46.5	T. Rowe Price Capital Appreciation Equity ETF Fund S000079834 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	47,261	0.02%	-34,038	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
47	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,475,443	0.47%	+157,433	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	114,955	0.04%	+1	Jun 30, 2026	AQR Funds, not summed
47.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	34,285	0.01%	+11,481	Jun 30, 2026	AQR Funds, not summed
47.3	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	15,884	0.01%	—	Jun 30, 2026	AQR Funds, not summed
47.4	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	12,402	0.00%	+157	Jun 30, 2026	AQR Funds, not summed
47.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,422	0.00%	+2,668	Jun 30, 2026	AQR Funds, not summed
48	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,393,014	0.45%	+995,572	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Ninety One UK Ltd 13F CIK 1418329 · Registered investment adviser · Sep 30, 2026	1,355,551	0.43%	+328,893	Sep 30, 2026
50	Rothschild & Co Wealth Management UK Ltd 13F CIK 1784260 · Registered investment adviser · Sep 30, 2026	1,327,079	0.42%	-83,171	Sep 30, 2026

185 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 64040 CUSIP 78409V104 13F (30d) 526 filings 508 filers Visit website Investor relations